Our Commitment
Our commitment is to provide comprehensive financial services that are built on integrity and a personal relationship.
How Do We Work For You?
We Get to Know You....First
- What are your goals?
- Where is your LPL comfort level?
- What kind of investments are appropriate for you?
We Stay in Touch
- Regular face to face meetings (at least annually)
- Quarterly and annual report
- Office or home consultations - wherever you feel comfortable
Periodic Reviews
In an effort to be accountable to our clients, we plan annual reviews to help ensure a clients portfolio is still aligned with their current goals/objectives.
Let Us Help You Answer These Important Questions!
- Where am I today financially, and where do I want to be?
- What do I need for monthly cash flow, and how do I ensure that it is sustainable?
- How do I make important financial choices?
- How often do I need to revise my plan?
- Are my hard earned assets protected from estate taxes and costly probate fees?